Contract Lifecycle Management (CLM)

Improve your sales performance and reduce your administration time with Salesforce native Contract Lifecycle Management (CLM). Automate how you create, approve and send contracts, and how customers review and approve, to provide a fast and auditable contract management process.

Contract Lifecycle Management will improve the accuracy of your contracts with a guided authoring and editing process. You will benefit from a sales team that can author contracts quicker and a legal team that is able to collaborate and maintain control. The result is a more responsive customer experience that leads to increased conversion rates and happier customers.

The CloudSense CLM difference

Contract Anywhere

Create contracts and have customers sign anywhere, even when offline. CloudSense Contract Management is omnichannel so you can author contracts in Salesforce or on mobile, then capture signatures securely in person or using eSignature.

From authoring to signature

Reduce complexity with one solution for all your end to end contract management needs. CloudSense Contract Lifecycle Management gives you the power to author all contract types, edit, review, approve, send to customers and capture contract signature.

Salesforce native

Speed up deals and remove risk. See all customer contracts in Salesforce, whether proposed, amended or accepted. CloudSense Contract Lifecycle Management is built on Salesforce so you can access without leaving your CRM.

Contract Lifecycle Management benefits by role

CloudSense CLM helps everyone in your company that touches contracts, creating a guided collaboration which makes the process easier and removes errors. Bring together your sales and contracting journey onto one platform.

Sales

Accelerate your sales cycle with automatic generation of pre-approved contracts based on your customer information. Guided collaboration with your legal team in real-time in Salesforce.

Legal

Have control over all standard contract processes and language, only deal with exceptions. Improve contract performance with automation and collaboration in Salesforce.

IT

Deliver innovation, reliability and security on the leading SaaS platform. Give more value to your stakeholders in procurement, finance, marketing, and sales.

Configure clause libraries

Contract Review and approval

Define approval workflow rules

Define and automate internal workflow rules using an easy to use graphical process designer.

Assign activities to the right people

Automate communication and assignment of activity based on contractual clauses and changes.

Increased collaboration on Salesforce

Collaborate with internal teams using Salesforce Chatter

Easily audit all internal approvals

Internal approvals are traceable with multiple sign offs supported in either serial or parallel processes.

eSignature

Choose the right format

From simple to complex we have options for PDF, Word and excel document formats.

Capture customer feedback

Capture customer contract feedback in the way that best suits your company, so the right people can manage revisions.

Multiple signing options

Capture contract acceptance with eSignature via email, online or in the field on an iPad.

Mobile

Mobile CLM that works offline

CloudSense Anywhere is our Contract Lifecycle Management and CPQ app that works on your tablet, even when there is no internet connection.

Change channel mid sale

Because all sales channels are using the same platform customers can easily switch sales channel mid-process and pick up the contract from where they left off.

eSignature on glass

Improve customer experience and conversion with electronic signature in person on mobile.

Administration & Reporting

Business users can make changes

CloudSense Contract Lifecycle Management is administered with configuration not code. Your contract library and processes can be built and maintained efficiently by business users, rather than developers or IT staff.

Analyse performance in real time

Get actionable insights and make better decisions through flexible dashboards and detailed reports that show up to date information.

Renewal management

Get visibility into upcoming contract renewals and orchestrate the activity required to resign.

Salesforce

100% Salesforce native

Scalable, reliable and secure, CloudSense is 100% built on the Salesforce Platform. Increase adoption with one login to both CRM and Contract Management.

Lightning ready

CloudSense Contract Lifecycle Management is designed for the Salesforce Lightning experience User Interface. CloudSense Contract Lifecycle Management is also available for classic Salesforce.

Enhanced data model

CloudSense has developed enhanced data models for specific industries which leverage and enhance the Salesforce data models to give you the functionality and experience you need.